KFA Private Wealth Group’s Chevron CVX Stock Holding History

KFA Private Wealth Group’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$245K	Buy	+1,202	New	+$237K	0.06%	138
2026 Q2	–	Sell	-1,303	Closed	-$270K	–	154
2026 Q1	$270K	Buy	+1,303	New	+$238K	0.06%	137
2023 Q4	–	Sell	-1,275	Closed	-$215K	–	87
2023 Q3	$215K	Buy	+1,275	New	+$206K	0.09%	74
2023 Q2	–	Sell	-1,242	Closed	-$203K	–	76
2023 Q1	$203K	Buy	1,242 +72	+6%	+$12.1K	0.09%	76
2022 Q4	$210K	Buy	+1,170	New	+$204K	0.11%	65
2021 Q3	–	Sell	-1,962	Closed	-$205K	–	73
2021 Q2	$205K	Buy	+1,962	New	+$207K	0.11%	71

Other funds holding CVX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

KFA Private Wealth Group's CVX Position: Q3 2026 in Review

KFA Private Wealth Group opened a new position in Chevron (CVX) in Q3 2026: 1,202 shares worth $245K. The stake represents 0.06% of the portfolio and ranks #138 among its holdings. This is a return to the name: KFA Private Wealth Group previously reported a position in CVX as recently as Q1 2026.

KFA Private Wealth Group first reported a position in CVX in Q2 2021 and has held it in 6 quarters since. The position peaked at $270K in Q1 2026. 2,764 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

KFA Private Wealth Group held 1,202 shares of Chevron worth $245K as of Q3 2026.
Chevron was a new KFA Private Wealth Group position in Q3 2026.
Chevron made up 0.06% of KFA Private Wealth Group's portfolio in Q3 2026, its #138 holding.
KFA Private Wealth Group first reported a position in Chevron in Q2 2021 and has held it in 6 quarters since.
KFA Private Wealth Group's Chevron position peaked at $270K in Q1 2026.
2,764 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.